Lavina Nagar is a CFP-designated registered investment advisor at Maya Advisors, INC., based in Palo Alto, CA, with 15 years of industry experience. Lavina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 39 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiable. The firm also offers a Client Managed Portfolio service with a different fee schedule: 0.50% up to $5M, 0.30% from $5M to $10M, and 0.10% over $10M.
Fee Estimator
Contact
Lavina Nagar
Location
228 Hamilton Avenue, Floor 3, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Maya Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Lavina Nagar is a fee only financial planner serving clients from San Francisco to San Jose. She is the founder of Maya Advisors, Inc., with focus on assisting people going through life transitions.